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Stillwater Investment Management (California)’s Wells Fargo WFC Stock Holding History

Stillwater Investment Management (California)’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-141,100
Closed -$6.25M – 61
2016
Q3 		$6.25M Buy
+141,100
New +$6.75M 2.1% 18

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stillwater Investment Management (California)'s WFC Position: Q4 2016 in Review

Stillwater Investment Management (California) sold out of Wells Fargo (WFC) in Q4 2016, closing a stake of 141,100 shares — an estimated $6.25M sold.

Stillwater Investment Management (California) first reported a position in WFC in Q3 2016 and held it in 1 quarter. The position peaked at $6.25M in Q3 2016. 1,946 funds tracked by Wall St. Rank hold WFC as of Q4 2016.

  • Stillwater Investment Management (California) reported no remaining Wells Fargo position as of Q4 2016 after selling out during the quarter.
  • Stillwater Investment Management (California) sold 141,100 Wells Fargo shares in Q4 2016, an estimated $6.25M.
  • Stillwater Investment Management (California) first reported a position in Wells Fargo in Q3 2016 and held it in 1 quarter.
  • Stillwater Investment Management (California)'s Wells Fargo position peaked at $6.25M in Q3 2016.
  • 1,946 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2016.

Based on Stillwater Investment Management (California)'s 13F filing for Q4 2016, filed 9 Feb 2017.